1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Configuring Applications
  4. Configuring Account Reconciliation

Configuring Account Reconciliation

By completing these steps, you add the Digital Assistant settings to your EPM business process to enable the digital assistant. The chat widget will then show up on Home once you complete these steps.

  1. Sign in to Account Reconciliation.

  2. From Home, select Application, then Configuration and then Settings.

  3. On System Settings, select Digital Assistant Settings.
    Digital Assistant Settings in Account Reconciliation
  4. In Service URI (Uniform Resource Identifier), enter the Digital Assistant URI which is the Oracle Digital Assistant Service URI that you see when you log on to the service. The URI should be entered without either http:// or https:// preceding it.
  5. In Channel ID, enter the channel ID you noted down when you created the Oracle Web channel. See Setting Up Channels
  6. The Account Reconciliation Assistant is now ready to use and you will see Digital Assistant icon icon on the user interface.